Investment Operations Specialist

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. With your background, skills and experience you’ve already found success in the wealth management...

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Education: College/CEGEP - Experience: 1 year to less than 2 years **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company, industry and economic outlooks,...

Requisition ID: 150429 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

Requisition ID: 189541 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

**Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...

**Job Summary** **Duties** - Conduct comprehensive research on financial markets, investment opportunities, and industry trends to provide actionable insights. - Analyze financial data using advanced mathematical techniques to support investment strategies and recommendations. - Collaborate with team members to develop reports and presentations that...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. The primary function of this department is to provide exceptional support services to all Advisors,...

Operation Specialist Performance Measurement Operation specialist in Performance Measurement group. Analyzes operational problems related to client rate of return, money weighted vs. time weighted calculations. Act as a central point of contact for business partners on inquiries associated with performance ROR. This role will be working very closely within...

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. With your background, skills and experience you’ve already found success in the wealth management...